Getting Started

Getting started with Credit Repair Cloud

Congratulations on signing up for Credit Repair Cloud!  At signup, you were sent an email with your User ID and Password (that you created). If you have any trouble logging in, remember that User ID’s and Passwords are case sensitive.  They cannot contain spaces and must always be typed the same way.

Here’s how to get started in under 10 minutes.

  1. Log into your Credit Repair Cloud Admin account. Explore! Click all the tabs.
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  2. Click on the Facebook style notifications on top (for leads, messages and reminders).
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  3. Take a few minutes to look all around the home page.  Add a “To-Do item” Add an Event to your schedule.  Click and explore your new workplace.
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  4. Sample Client, and look through all the new tabs. Get to know the interface a bit.  We’ve designed it to be as intuitive as possible.
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  5. Click on “My Company” Add your company information, your logo (to appear in your portal)
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  6. Add your Team Members. Team members are anyone at your company that you’ve granted access to.  Usernames and passwords must never be shared.  Each user needs their own. You’re storing a lot of sensitive information so be careful with your login details.  As admin, you determine the permissions granted to all other users.
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  7. Add some Affiliates.  They are your bread and butter. These are often mortgage brokers, realtors and other folks whose livelihood is dependent upon having clients with good credit.  They need you…and they are the fastest way to scale your business.
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  8. Now watch the start-up video and watch the Credit Dispute Wizard.
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  9. Now log in as Sample Client and try the Wizard for yourself.

Now log into the demos of Client and Affiliate Portal

See what your clients and affiliates will see.  It’s private label so our company name is never seen by Clients and Affiliates.

Visit www.secureclientaccess.com

Try User ID:  “client” and password “demo” to see what clients see.

Try User ID:  “affiliate” and password “demo” to see what affiliates will see.

Of course, these are demos.  Your own portal can have your logo and your company information.

Welcome Letters, User IDs and Passwords (Login Details)

Welcome letters are emailed to you the moment you sign up.

There is no waiting period.  If you do not see your welcome letter in your inbox, please check your spam/bulk/junk email folders.  Also be sure to mark us as a safe sender so you will not miss notifications from us, your clients or your affiliates.   If you use a FREE email service like Yahoo, Gmail, AOL, Hotmail, etc, they all have spam folders that they like to put mail into.  All you have to do is mark us as safe.

We do not recommend using free email services for running a business.

Many customers will not consider it to be professional.  If your business is Bob’s Credit Repair, an email at bob@bobscreditrepair.com is much more appropriate.

Do you need a website and your own domain name?

If you are interested in web hosting, we do offer that at www.mycreditrepairsite.com.  You can buy a domain and sign up for hosting and have email at your very own domain.  Use the coupon code in your cloud welcome letter to receive your first 2 months hosting for free.  Keep in mind that this web hosting is self service and you will need to set up your email for your Outlook, your phone or your webmail.  We post all details here:  http://support.credit-aid.com/entries/20815303-outlook-settings-cannot-send-mail

User IDs, Passwords, Login Issues

Your User ID and Password are exactly what you created when you signed up for your account.  User IDs and Passwords are case sensitive, this means that they always must be typed the same way.  If you chose a password of “maRy” it will always need to be typed “maRy”

Lost or Forgotten Passwords

If you cannot remember your password, there is no need to contact us.  Simple click the link that says “Forgot Password”.  Once you enter your email your password will be emailed to you.  We will not email a password to anyone other than the registered user at the email address used for the account.  No exceptions. User IDs and passwords cannot be shared.  Each user needs their own User ID and Password.

Changing your Password

If you are logged in and would like to change your password, click on the drop down menu (that shows your name) in the upper right corner of your screen.  Remember:  You must be logged in to change your password.

Log into the Home Page

Facebook-style notifications on top of every page show you new leads, messages and reminders.  We’ve everything as friendly and intuitive as possible.

Log into the Sample Client

  1. Please take 4 minutes to watch the video tour.

  2. Next log into your Sample Client.

  3. Run all 3 steps of the Credit Wizard.

This will give you a basic feel for the software to how it works.